Salesperson User Mapping

 

Window Details

 

How Do I...

Navigation

 

Set Up Salespeople for Sage CRM

Overview

 

 

 

Fields

 

 

 

 

Related Topics

 

 

Division Maintenance

System Configuration

Salesperson Maintenance

CRM Company Options

 

Navigation

Select Customer Relationship Management Main menu > Salesperson User Mapping.

This task is available only if a record for the current company has been set up in CRM Company Options.

Overview

Use Salesperson User Mapping to assign salespeople to a Sage 100 and Sage CRM user logon combination.

Sage CRM links to Sage 100 using a salesperson, who is then mapped to a Sage 100 user. Salespersons from each division can be linked to one user logon combination. A one-to-one mapping is used between the Sage 100 user logon and the Sage CRM user logon.

Fields

 

Sage 100 User Logon

Salesperson ID

Sage CRM User Logon

Salesperson Name

Division